Signet Financial Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Signet Financial Management’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-900	Closed	-$81K	–	260
2018 Q3	$81K	Hold	900	–	–	0.01%	337
2018 Q2	$78K	Hold	900	–	–	0.01%	335
2018 Q1	$76K	Buy	+900	New	+$79.5K	0.01%	315
2015 Q4	–	Sell	-3,727	Closed	-$250K	–	205
2015 Q3	$250K	Sell	3,727 -1,129	-23%	-$80.4K	0.06%	149
2015 Q2	$357K	Sell	4,856 -283	-6%	-$21.5K	0.08%	122
2015 Q1	$390K	Sell	5,139 -2,472	-32%	-$188K	0.11%	115
2014 Q4	$584K	Buy	+7,611	New	+$570K	0.21%	85

Other funds holding AIVL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $849M AUM 27.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Signet Financial Management's AIVL Position: Q4 2018 in Review

Signet Financial Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2018, closing a stake of 900 shares — an estimated $81K sold.

Signet Financial Management first reported a position in AIVL in Q4 2014 and held it in 7 quarters. The position peaked at $584K in Q4 2014. 140 funds tracked by Wall St. Rank hold AIVL as of Q4 2018.

Signet Financial Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2018 after selling out during the quarter.
Signet Financial Management sold 900 WisdomTree US AI Enhanced Value Fund shares in Q4 2018, an estimated $81K.
Signet Financial Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2014 and held it in 7 quarters.
Signet Financial Management's WisdomTree US AI Enhanced Value Fund position peaked at $584K in Q4 2014.
140 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.